7:30 AM - 8:30 AM | All Attendee
Breakfast
8:30 AM - 9:00 AM | All Attendee
Opening Remarks
Tad Fallows, Managing Director, Long Angle
9:00 AM - 10:00 AM | All Attendee
Session 1
Personal Finance: Why Your Insurance Premiums Keep Going Up (And What to Do About It)
Mike Lloyd, CEO, FireFoil and Founding Partner, Pine View Insurance Group & Five Bays Capital
Health & Lifestyle: Protecting Yourself in a Digital World
AG Wershky, President, Third WAG
Investing: Private Markets 101
Tad Fallows, Managing Director, Long Angle
10:00 AM - 11:00 AM | Breakout Sessions
Session 2
Personal Finance: Building a Foundation for an Impactful Wealth Transfer
Josh Canter, Founder & CEO, leafplanner
Health & Lifestyle: Women at the Peak: Health, Energy & Edge in Midlife
Stephanie Tilenius, Founder & CEO, Vida Health
Investing: Inside Look at Long Angle Investments
Matt Shechtman, Managing Director, Long Angle
11:30 AM - 1:00 PM | All Attendee
Lunch & Speed Networking
1:00 PM - 2:30 PM | All Attendee
Keynote: Fireside Chat with Guy Raz
Presented by Chicago Atlantic
Guy Raz, creator of the podcasts How I built This, co-creator of TED Radio Hour
2:30 PM - 3:30 PM | All Attendee
Session 3
Personal Finance: Smart Porfolio Rebalancing presented by Range
Presented by Range
Health & Lifestyle: Healthspan Diagnostics & Innovation
Presented by Wild Health
Health & Lifestyle: Expanding What’s Possible
Nate Hurd, Founder and Executive Coach, Hurden Group
3:30 PM - 5:00 PM | All Attendees
Afternoon Activities
Wine Tasting led by Wine Access
Sonoma Overlook Trail Hike
Downtown Sonoma Excursion